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A foundry is a trust business before it is a technology business: a customer whose wafers yield badly misses its own revenue.

Drawn from what Lip-Bu Tan said

What this subject means

semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.

What Lip-Bu Tan actually said

  1. Lip-Bu Tan Chief executive of Intel since 2025
    It's a service business. It's a trust business. If people want to give you, you know, orders to have wafer to come, if the yield not good, they will be toast in term of revenue miss.

Added to korrents 7 Sept 2026 · How quotes work · Something wrong? Tell us

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